Estate & Trust Planning
Protect intergenerational wealth with trust structures, gifting strategies, and succession roadmaps designed and coordinated with your estate attorney.
Estate planning is a two-professional problem: your attorney drafts the documents, and your CPA models the tax and cash-flow consequences. We sit on the tax side — running the projections, executing the annual gift-tax filings (Form 709), and maintaining the trust and estate income-tax returns (Form 1041) after the plan is funded.
For business owners, we coordinate the ownership-transfer mechanics: grantor trusts, IDGT sales, family limited partnerships, and step-up planning — all sequenced against your income-tax situation year by year.
Artha coordinated the tax side of our family limited partnership rollout flawlessly. Every 709 filing landed on time and matched exactly what our attorney had drafted.
Ready to move forward?
Book a 30-minute strategy session with a licensed CPA. No pressure, no cost — just a clear next step.